AMZN AMAZON COM INC

Ownership history in StrongBox Wealth, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which StrongBox Wealth, LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.73% (2020 Q2)
Avg. % of fund
2.18%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,894 +320 +1.2% 2.12% $6.4M $230.82
2025 Q3 ADDED 27,574 +950 +3.6% 2.05% $6.1M $219.57
2025 Q2 ADDED 26,624 +579 +2.2% 2.22% $5.8M $219.39
2025 Q1 ADDED 26,045 +1,100 +4.4% 2.07% $5.0M $190.26
2024 Q4 REDUCED 24,945 -1,414 -5.4% 2.32% $5.5M $219.39
2024 Q3 ADDED 26,359 +116 +0.4% 2.10% $4.9M $186.33
2024 Q2 ADDED 26,243 +1,751 +7.1% 2.39% $5.1M $193.25
2024 Q1 UNCHANGED 24,492 0% 2.17% $3.7M $180.38
2023 Q4 ADDED 24,492 +334 +1.4% 2.17% $3.7M $151.94
2023 Q3 ADDED 24,158 +2,003 +9.0% 1.95% $3.1M $127.12
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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